QuickBill overview

A clearer customer experience

One secure client portal for every QuickBill provider

Clients verify their document email with a one-time code, then see a dashboard and separate company tabs for the invoices and quotations issued to them.

Browser and Android Mobile responsive Built for SMEs

What it includes

Built into the existing QuickBill workflow

This capability works with the platform's current records and controls rather than creating a disconnected process.

Protected access

Short-lived codes and attempt limits protect the customer login flow.

Company grouping

Keep each service provider and its documents clearly separated.

Document access

Open the existing responsive invoice and quotation presentations.

Responsive layout

Use the same client portal comfortably on desktop or mobile.

Practical by design

Documents organised around the verified client email

The portal groups records from multiple QuickBill businesses without exposing private provider dashboards. Draft documents are excluded and every public document action uses the existing secure renderer.

Email PIN verification

A short-lived code confirms access to the email used on the documents.

Multiple provider tabs

Invoices and quotations are grouped under each issuing QuickBill business.

Client dashboard

See linked companies, document counts and outstanding invoice balances.

Private by design

Business dashboards, drafts and unrelated customer documents remain inaccessible.

How it works

A short path through the workflow

QuickBill keeps common actions clear on mobile and desktop.

01

Choose Client login

Open QuickBill login and select the Client option.

02

Verify the email

Receive and enter the six-digit one-time login code.

03

Choose a company

Open the relevant service provider tab.

04

View the document

Open the intended invoice or quotation securely.

Questions

What businesses and clients should know

Do clients need a permanent password?

No. Client access uses a short-lived email verification code.

What happens when one email uses several providers?

The portal creates a separate tab for each QuickBill business that issued documents to that email.

Can clients see draft documents?

No. Draft invoices and quotations are deliberately excluded.

Does the portal expose business account data?

No. It shows only client-facing documents linked to the verified email address.

Put QuickBill - The Invoice Man into your daily workflow

Start with the existing free registration path, or sign in to continue working.